Workflow Suggestions is a Zia feature that spots repetitive manual activity in your CRM and proactively suggests a Workflow Rule to automate it, so you don't need to actively hunt for automation opportunities yourself.

How it works

Zia analyses recurring actions performed by multiple users in your organisation. When it notices the same action being taken consistently under similar circumstances, for example most users manually setting a Deal's priority to Urgent whenever its Closing Date is two days away, it suggests a Workflow Rule that would automate exactly that.

Where suggestions apply

Zia suggests workflows for the Leads, Contacts, Accounts, and Deals modules.

Viewing and acting on a suggestion

1. Get notified. When Zia identifies a suggestion, you'll be notified via the Zia icon in the bottom-right corner of the screen.
2. Preview it. Click the notification to preview the suggested workflow, or go to Setup, then Automation, then Workflow Rules, then View Suggestion.
3. Adjust if needed. Add or remove criteria or actions before creating it, if the suggested rule isn't quite right as-is.
4. Create the rule. Click Create as Workflow to turn the suggestion into a live Workflow Rule.

A related feature: Macro Suggestions

Zia also offers Macro Suggestions, which work the same way but at an individual level rather than organisation-wide. If you personally repeat the same set of actions across records, such as a fixed sequence of steps for Leads that have gone seven days without contact, Zia suggests creating a macro for your own use, rather than a shared Workflow Rule for the whole organisation.